Mary Lourdes Lecca

Employer firm

Argonautica Private Wealth Management, Inc CRD 316736

$533M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INSTITUTIONAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 11/2021
  Arete Research Llc
  Boston, MA
• 08/2022 → Present
  Argonautica Private Wealth Management, Inc
  Wellesley, MA
• 11/2021 → 08/2022
  Unemployed
  West Roxbury, MA

Other Businesses

1) OWNER OF LECCA HOLDINGS, LLC. A PERSONAL INVESTMENT HOLDING AND SERVICE COMPANY. ADDRESS: 841 LAGRANGE ST. U-7 WEST ROXBURY, MA 02132. HOURS DEVOTED: LESS THAN 1%. 2) INKAMAZON LLC - 20% OWNER AND OFFICER. ADDRESS: 841 LAGRANGE ST. U-7 WEST ROXBURY, MA 02132. COMPENSATION: NONE. HOURS DEVOTED: 4 HRS/MONTH. NO SECURITITES RELATED ACTIVITY. 3) LAGRANGE AT 841 CONDOMINIUM TRUST - TRUSTEE AND TREASURER. ADDRESS: 841 LAGRANGE ST. WEST ROXBURY, MA 02132. COMPENSATION: NONE. HOURS DEVOTED: 1 HR/MONTH. NO SECURITITES RELATED ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-27
• S63 Uniform Securities Agent State Law Examination
  2006-10-31